Fixed Income

Central bank ‘vapour pricing’ will lead to a further misallocation of resources

William Blair's Brian Singer is looking outside the US for opportunities as the recovery from the pandemic is going to take longer than what is priced in.

Sarah JonesMay 25, 2020

Bonds irrelevant to the financial system and no longer defensive

Pendal Group’s Vimal Gor says said bonds will continue to play a defensive role in portfolios but at some point, they will be a “terrible asset” and no longer defensive.

Elizabeth FryMay 20, 2020

Cashed-up QSuper hunts for distressed assets

QSuper, one of the nation’s largest bondholders, is set to take advantage of opportunities as they unfold in turbulent markets following the harrowing coronavirus outbreak.

Elizabeth FryMarch 30, 2020

Bond managers raise spreads as liquidity dwindles

Evaporating liquidity in fixed income has forced several of Australia’s largest asset managers to pass the higher spread onto their investors, according to Morningstar.

Sarah JonesMarch 25, 2020

Danielle DiMartino Booth says coronavirus pandemic could trigger credit crisis

A former adviser to the US Federal Reserve said increased volatility in bonds and turmoil in the money markets from the outbreak of the coronavirus could signal a looming credit event despite the Fed’s latest bid to inject liquidity into the system.

Elizabeth FryMarch 18, 2020

Fixed Income

HESTA hires JCP CIO to build equities team

Steven Semczyszyn has been hired to build an in-house Australian equities team as part of a broader program that will see HESTA also manage cash and fixed interest.

Sarah JonesMarch 3, 2020

Fixed Income

VicSuper: Getting to grips with sustainable PE

An increasing number of super funds are looking to invest sustainably across their portfolio but a yawning data gap for private equity and until recently, sovereign bonds, has held them back.

Elizabeth FryJanuary 28, 2020

Statewide Super CIO Con Michalakis (Photo: Matthew Fatches)

Fixed Income

Michalakis warns funds to buckle up for rollercoaster

The underlying volatility of equity returns may more than swamp the so called “yield” on offer in 2020.

Con MichalakisDecember 18, 2019

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Fixed Income

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